- Presentations, Technical Resource
- Setup and management
National Conference 2023
“While the superannuation law sets out the compliance rules for an SMSF, the trust deed is the ‘bee’ all and end all for a particular SMSF and the key document from which a trustee derives its powers.
The content of a SMSF trust deed is critically important and can greatly impact a client’s SMSF experience, especially given the additional scrutiny from regulators and the increasing number of SMSF related disputes. Now more than ever it is important to make sure your client’s SMSF trust deed is up to date and the best it can be.
This session will look at:
- The must haves to be included in any SMSF trust deed
- Tips for what to look out for and things to avoid; and
- Traps for advisers in dealing with trust deeds.”
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association